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$110k - $135k
...practice. The ideal candidate will have at least five years of experience advising individuals, families, business owners, and high-net-worth clients on sophisticated estate planning, wealth transfer, and related matters. This position offers the opportunity to work...High net worthLocal areaAdecco US, Inc.
Madison, WI1 day ago- ...A well-established and growing public accounting firm is seeking an experienced Tax Director to join its High Net Worth and Family Office team. This is a long-term, partner-track opportunity for someone looking to work with sophisticated individual clients while progressing...High net worthWork at officeLocal areaImmediate start
AJ Chambers US
Wausau, WI1 day ago - Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other...High net worthPrivate practiceWork at office
BDO International
Milwaukee, WI20 hours ago $10k
...including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients. The Day-to-Day: Work collaboratively with your team, serving clients at a team level while being the liaison between our...High net worthWork at officeWork from homeMygwork
Wausau, WI2 days ago- What You'll Do Are you an experienced tax professional with a passion for delivering exceptional service to high-net-worth families and family office clients? As a Senior Manager on our Family Office team, you'll serve as a trusted advisor to successful individuals, multi...High net worthFull timeContract workWork at office
Cohen & Company
Milwaukee, WI13 hours agonew - Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other...High net worthPrivate practiceWork at office
BDO International
Milwaukee, WI20 hours ago $750 per month
...months, and they also offer wealth management and alternative investments services. Industries: Real Estate Investors, Ultra and High-Net-Worth Individuals, Wealth Management, Alternative Investments, Entrepreneurs & Business Owners, Lawyers, Physicians & Service...High net worthSR Staffing
Madison, WI4 days ago- ...Wisconsin and have seven or more years of experience customizing sophisticated estate plans for clients; emphasis on planning for high-net-worth individuals and experience with fiduciary income tax returns preferred. A tax background or a desire to work on taxable estates...High net worthWork at office
Milwaukee Office
Milwaukee, WI4 days ago - ...its expertise in estate planning, trust and estate administration, taxation, corporate matters, and real estate transactions for high-net-worth individuals, we are on the search for an ambitious entry-level Associate Attorney to join their dynamic team. This role...High net worth
Prime Headhunting and Recruiting, Inc.
Lake Geneva, WI4 days ago - ...We are seeking a highly skilled and detail-oriented Senior Accountant to join our growing team. This role is ideal for a motivated professional... ...business clients, including multi-entity structures and high-net-worth individuals Conduct tax research and resolve technical issues...High net worthFlexible hours
GUINN VINOPAL & ZAHRADKA LLP
Hudson, WI1 day ago - ...surrounding markets! Chicago, Indiana, Wisconsin VP Wealth Advisor to serve as an advisor and relationship manager for high-net-worth clients , delivering personalized wealth strategies while deepening relationships and growing the business. QUALIFICATIONS...High net worthImmediate startRelocation
Financial Recruiters International
Milwaukee, WI3 days ago - ...the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development... ...tax function across complex client portfolios—including high-net-worth individuals, family offices, multi-entity groups, and cross-border...High net worthFull timeLocal areaShift work
Sorren
Madison, WI20 hours ago - ...Baird Trust, supporting Baird Financial Advisor’s efforts to deepen their existing relationships with their top clients and engage high-net-worth prospects.Educate Baird Financial Advisors about the services offered through Baird Trust Company and how Baird Trust benefits...High net worthFull timeWork from home
Baird
Milwaukee, WI20 hours ago - ...financial goals through sophisticated financial planning and a high level of customer service. Job Summary: The financial advisor will... ...investment advisory experience, especially working with high-net-worth clients. Active Series 65 or 66. Clean U-4 and U-5 history....High net worthFull time
GDS Wealth Management
Wausau, WI2 days ago - ...must have substantial experience in the following: drafting complex estate plan and business succession planning documents for high net worth individuals; drafting complex charitable giving documents; counseling clients on income, gift, estate and generation-skipping tax...High net worthWork at office
5 Legal
Milwaukee, WIa month ago $89.36k - $134.04k
...preparation and planning experience, we invite you to apply and become a key player in delivering exceptional tax solutions to our high-net-worth clients. Experience the benefits of working with a company that values your well-being and career development.What You'll Do:...High net worthFull timeNorthwestern Mutual
Milwaukee, WI4 days ago$225k - $310k
...build a long-term career in estate planning and develop deeper technical expertise while working on sophisticated matters for high-net-worth individuals, families, and business owners . The successful candidate will work collaboratively with experienced attorneys...High net worthMB Attorney Search
Milwaukee, WIa month ago- ...workload, a truly collaborative team environment, or to move beyond high-volume compliance into proactive tax planning that adds greater... ...wealth management and financial planning, with a focus on high-net-worth individuals. Certified Financial Planner™ (CFP®) or Personal...High net worthFull timeSummer work
Annex Wealth Management
Brookfield, WI4 days ago - ...an experienced Tax Manager to lead tax compliance, planning and advisory services for a diverse portfolio of clients including high net worth individuals, families, trusts, estates, pass-through entities and corporations. The role combines technical tax expertise across...High net worthLocal area
CyberCoders
Brookfield, WI13 hours agonew $85k - $155k
...experienced tax professional with a passion for exceptional client service and sophisticated tax planning? As a Manager on our High Net Worth Tax team, you’ll deliver personalized, high-touch service to high net worth individuals and families with complex tax needs. In...High net worthFull timeContract workCohen & Company
Milwaukee, WI20 hours ago- ...our growing tax advisory team. This role is ideal for a seasoned tax professional with deep experience in fiduciary, estate, and high-net-worth individual taxation who is ready to play a key role in client relationships, technical leadership, and team collaboration....High net worth
Berndt CPA LLC
Madison, WI22 days ago - ...territories. The firm offers retirement planning, insurance solutions, comprehensive financial planning, and specialized programs for high-net-worth individuals. NFA is driven by a strong commitment to each client's success, serving families, corporations, and institutions...High net worthFull timeWork at officeRemote workWork from home
National Financial Alliance
Wausau, WI2 days ago - ...surrounding markets! Chicago, Indiana, Wisconsin \n \n VP Wealth Advisor to serve as an advisor and relationship manager for high-net-worth clients , delivering personalized wealth strategies while deepening relationships and growing the business. \n \n...High net worthImmediate startRelocation
Financial Recruiters International
Milwaukee, WI6 days ago $105k - $169.45k
...recommendations to the client for considerationCoordinate with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areasManage client engagement staffing, billings/...High net worthFull timeLocal areaWorldwideBaker Tilly
Milwaukee, WI20 hours ago$25 - $38.46 per hour
...in the best interests of Key’s clients and Key.**Education*** High School Diploma , GED, or equivalent experience (required) or* Bachelor... ....* Developing and maintaining strong relationships with high-net-worth clients, providing personalized service to meet their financial...High net worthHourly payWork experience placementFlexible hoursDay shiftKeyCorp
Oregon, WI3 days ago- ...fundraising initiatives. Collaboration with internal and external partners, as well as the maintenance of a personal portfolio of high-net-worth prospects, is essential. Applicants for the Managing Director of Development position at the company should have a strong...High net worthWork at office
- ...an SVP, Lead Wealth Advisor to join its team. The successful candidate will be responsible for serving as a trusted advisor to high-net-worth individuals and families, delivering customized wealth management strategies and comprehensive financial planning. This role involves...High net worthImmediate start
$110k - $210k
...experienced tax professional with a passion for exceptional client service and sophisticated tax planning? As a Senior Manager on our High Net Worth Tax team, you’ll provide personalized, high-touch service to high net worth individuals and families with complex tax needs. In...High net worthFull timeContract workWork at officeCohen & Company
Milwaukee, WI20 hours ago- ...ability to adapt to new assignments and deadlines in a fast-paced, highly demanding environment is required Excellent administrative... ...educational institutions, governments, family trusts, and high-net-worth individuals. Since our firm’s founding in 1848, we’ve continuously...High net worthWork at officeLocal area
Michael Best & Friedrich
Waukesha, WI1 day ago $200k - $400k
...York, Chicago, Nashville, Washington, D.C., San Francisco, Beijing, and Hong Kong. We represent sophisticated clients—including high-net-worth individuals, families, entrepreneurs, and leading companies—in advanced media, entertainment, technology, real estate, and...High net worthHourly payFor contractorsWork at officeLocal areaJobot
Summit Lake, WI2 days ago
